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WELLS REAL ESTATE FUNDS INC. 401K PLAN
Investment Model Portfolios

Investment options of WELLS REAL ESTATE FUNDS INC. 401K PLAN

Total Available Funds: 15
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth MGOYX MUNDER MDCPCORE GR Y
LARGE VALUE AADEX American Beacon Funds: American Beacon Large Cap Value Fund; Institutional Class Shares
LARGE GROWTH MAFGX BLKRK CAP APPR I
Small Growth HSCYX HARTFORD SMALL CO Y
MID-CAP VALUE NAMAX Columbia Funds Series Trust: Columbia Mid Cap Value Fund; Class Z Shares
LARGE GROWTH RGAEX Growth Fund of America
SMALL VALUE PVADX ALLNZ NFJ SMCPVAL AD
MID-CAP VALUE ACMVX AM CENT MDCPVAL INV
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Funds: Total Return Fund; Administrative Class Shares
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Others
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
REAL ESTATE
REAL ESTATE FREAX Nuveen Investment Funds
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX LZRD EMRG MKTS EQ IS
INTERNATIONAL EQUITY
Foreign Large Growth TIVRX Thornburg Investment Trust: Thornburg International Value Fund; Class R5 Shares
Foreign Large Blend REREX AF EUROPAC GRTH R4

Investment model portfolios

We provide two types of investment model portfolios for WELLS REAL ESTATE FUNDS INC. 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.